Getting started
What Atelier is, your first project end to end, and finding your way
around.
Projects
Set up a project, read the Overview, and plan it with phases and a
timeline.
Tasks
Your day on Home, the task board/timeline/list views, and everything
inside a single task.
Clients & vendors
The people you bill, the suppliers you buy from, and the contacts and
terms attached to each.
Pinboards
Build a canvas, link pins to real products, share it with a client, and
read their comments and approvals.
Product library
Your studio-wide catalogue, and three ways to add a product: import from
a URL, the Chrome extension, or by hand.
FF&E schedules
Specify, cost and procure — Planning, Financials and Procurement views,
item statuses, and sharing a schedule with a client.
Finance
The dashboard, plus proposals, invoices, change orders and purchase
orders — what each document is for and when to use it.
Time tracking
Log time against a project, mark it billable, and turn hours into
reports and invoice lines.
AI
What the assistant can and won’t do, and how to reach your studio from
Claude over MCP.
Settings
Branding, business details, payment instructions, invoice numbering,
and who on your team can see what.
Reference
What Atelier’s terms mean, and the handful of things that surprise
people most.